More than a Double-Top?

Our Aggregate Index closed the week in an unusual technical position.  Very much worth noting because from here, we’re either going to ascend into Bull Heaven or be cast into Bull Hell.

Along the way, Bears will, quite naturally, hold a contrarian view.

A few headlines as well including observations about the New York Times run-in with the Justice Department over reporters, leaks, and national secrets….

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Woke: America’s Cultural Revolution?

Zooming out from daily headlines, a major shift becomes apparent.  Are societies worldwide “entraining” because of the Internet?  Or, are we experiencing a kind of contained revolution of the sort due to cycles work their magic around this point in American history?

Fascinating topic to ponder:  Is “woke” more like the Cultural Revolution’s Red Guards than anyone is openly admitting?  Toward what end, then?

After some headlines and the ChartPack, of course!

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America 2021: Stuck in the Middle

Common theme to events: economic this Memorial Day. Doesn’t seem to matter whether you’re talking Covid, Cryptos, equities, bonds, trade, or politics.  We are – as a Nation (or parody thereof) very much stuck.

What’s worse, the countertrend to set us free isn’t working, either. We’ll have a detailed look at the many failures of “woke” in the upcoming Wednesday report.

Today, though?  We’ll keep it short. Because there’s a ton of yard and kitchen work to be done; beers to load in the fridge, and social media posts to make before the “holiday” ends.

Right after a few headlines and our ChartPack.  All while humming Stuck In The Middle With You

Hmm.. “…clowns to the left of me, jokers to the right….”  Sounds remarkably centrist, doesn’t it?

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The Future of Invention

Economics and Invention are inextricably tied. But are there logical limits to be observed?  Might these fit into the economic long wave?

We face the question of “Invention” with physical bounds clearly in mind.  Many of which will become important as the clock rolls forward.

After charts and a few grabby headlines, of course.

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Fed Minutes Loom

With Elaine’s second hip surgery done, we are back to being transfixed by markets. Which have become a bit off-the-wall this week.  Part of future direction may be guided by Fed Minutes but there are a ton of interest-sensitive “moving parts.” as we will discuss.

Thanks to the many well-wishers and thanks for your prayers on Elaine’s behalf.  Unlike the first surgery (splitting of femur, banding, and weight restrictions) the surgery this week was “right by the modern medicine playbook.”

Her surgery began around 10 AM Tuesday.  By 2:45, not only was she in a wonderfully appointed room, but she had also been up  and walking (!) about 30-feet.

Amazing: in five hours to go from extreme joint pain to a new metal hip joint and walking with no weight restrictions is close to magic.

With our usual charts and comments, let’s see how the markets behaved while we were distracted by medical realities, shall we?

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Strategic Liquidity

We ask a rational question:  “What is modern (post-Colonial)  liquidity?”   Because we’re hearing rumbles about things ahead and there’s no time to prepare for them like the present.

Along with our usual review of a few headlines and the weekly wrap-up of global and domestic markets.  Since going into the weekend is when all the “hot money” has to find somewhere to perch before being deployed again next week.

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The Velocity of War

With the kidnap/ransom of a major pipeline system, time we reconsider our “everyday perception” of War. Must it always be run at the same speed?  And, if that answer is “No!” (yeah, spoiler, right?) then how fast to foreign-called events have to be in order to rise above the perception threshold of a nation of idiots?

Precisely the kind of thing Sun Tzu would have relished, we’re quite certain.

First though, a few headlines including the CPI data just out.

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Cleaning Off My Desktop

It may not seem like a useful column headline, but there’re a ton of Post-Its all over the digital desktop. Important stuff – the kind that fits into modeling the future in a manner facilitating the making of money.

So in addition to the ChartPack and the normal assortment of headlines, some of the more oddball but – who knows? – maybe useful as well…

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A Few Scary Bets

We spend an exceptional amount of time focusing on the Future around here. With good reason.  Because the art of making money (or, at least losing as little as possible) is predicated on getting “some notion or aspect of Future” right.  And then making meaningful bets on it.

Are there some “unconventional” things looming in the foreseeable future that we should all spend some time planning for?  You bet!

Because while most people are working “normal lives” and too many are actually living “paycheck to paycheck” the reality is powerful families are at war.

Unlike “regular” plebes, these are the filthy rich who plan intergenerational wealth and plan on their specific heirs inheriting the Earth.  Or, more than 51 percent of it.

With some of these notions in mind (without having to search names of Class A shareholders who own the world through a myriad of shell corporations), we can at least settle out of the “line of fire” for what may be coming.

Already?  We can make – and our focus is on this right now – some Scary Bets.  We’ll even show you how to “roll your own.”  Future forecasting ain’t hard.

After the charts and a few headlines including this morning’s ADP Jobs Report.

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May-Day!

While we don’t expect global war this weekend, there’s plenty of reason to be concerned with the balance of the year.  We ponder the global rise of “strongman socialism” and where we might be by year’s end.

A deep look at our Aggregate Index charts, as well.  Since charts often do hold predictive content – if you look at them in a particular light.

Double the bean, we’re on the scene.

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Yes. Money Does Buy Happiness

Even with inflation coming, if you have even grocery money, you can hedge. We tackle some absurdities are we review some of the obvious untruths and lies about Money.  These are programmed into us from a very young age.

The good news is that with a minimum of effort, you can do your own “de-programming” in the comfort of your own home.

But, you will need to move quickly.  For, as we detail this morning, that “inflation in the pipeline” is coming for our dreams.

First, some headlines, and then back to ground Truth about Money.

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Print Higher or Collapse?

Our Saturday ChartPack teases some interesting problems for the coming week.  What we cannot possibly know, however, is how the Fed will response to increasing pressures.

Toss in the “weak” Russian stand-back from Ukraine  and several other low intensity conflicts and a historical parallel to World War I appears.  Yep, complete with a Spanish Flu parallel.

Again, it’s like a rhyme off prior history with a side of electronica and runaway social media anarchy.  Which we’ll ponder on after a few headlines.

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